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FSMBX vs FTHFX
FSMBX vs FTHFX Comparison
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FSMBX vs FTHFX Comparison Chart in %
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FSMBX vs. FTHFX commentary
Jun 24, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FSMBX is a Buy and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.2B vs. FSMBX (30.8M). FTHFX (0.59) and FSMBX (0.57) have matching dividends . FSMBX was incepted earlier than FTHFX: FSMBX (7 years) vs FTHFX (15 years). FSMBX (1.34) is less costly to investors than FTHFX (0.64). FSMBX is a more actively managed with annual turnover of: 35.00 vs. FTHFX (28.00). FTHFX has a lower initial minimum investment than FSMBX: FTHFX (1000000) vs FSMBX (5000000). FTHFX annual gain was more profitable for investors over the last year : 30.99 vs. FSMBX (14.33). FTHFX return over 5 years is better than : 61.64 vs. FSMBX (22.87).
| FSMBX | FTHFX | FSMBX / FTHFX | |
| Total Expense Ratio | 0.90 | 0.64 | 141% |
| Annual Report Gross Expense Ratio | 1.34 | 0.64 | 209% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 10.312 | 12.922 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 11.2B | 0% |
| Annual Yield % from dividends | 0.57 | 0.59 | 95% |
| Returns for 1 year | 14.33 | 30.99 | 46% |
| Returns for 3 years | 28.64 | 61.63 | 46% |
| Returns for 5 years | 22.87 | 61.64 | 37% |
| Returns for 10 years | N/A | 248.41 | - |
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